Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.77 | 0.88 | 0.11 |
Stocks | 99.24 | 99.24 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.07 | 27.77 |
Price to Book | 6.78 | 6.98 |
Price to Sales | 5.06 | 4.46 |
Price to Cash Flow | 18.20 | 18.81 |
Dividend Yield | 0.86 | 0.72 |
5 Years Earnings Growth | 15.12 | 15.78 |
Name | Net % | Category Average |
---|---|---|
Technology | 51.65 | 39.89 |
Communication Services | 15.84 | 11.58 |
Consumer Cyclical | 12.98 | 13.61 |
Consumer Defensive | 6.08 | 3.62 |
Healthcare | 6.05 | 12.27 |
Industrials | 3.35 | 7.09 |
Basic Materials | 1.50 | 1.75 |
Utilities | 1.39 | 1.19 |
Financial Services | 0.53 | 9.24 |
Energy | 0.44 | 1.59 |
Real Estate | 0.20 | 1.56 |
Number of long holdings: 104
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.97 | 235.06 | +0.94% | |
Microsoft | US5949181045 | 8.10 | 427.99 | +2.20% | |
NVIDIA | US67066G1040 | 7.54 | 136.92 | +0.66% | |
Broadcom | US11135F1012 | 5.23 | 164.74 | -0.05% | |
Meta Platforms | US30303M1027 | 5.04 | 573.54 | +1.49% | |
Amazon.com | US0231351067 | 4.94 | 207.86 | +3.18% | |
Tesla | US88160R1014 | 3.22 | 338.23 | -0.11% | |
Costco | US22160K1051 | 2.57 | 971.50 | +1.10% | |
Alphabet A | US02079K3059 | 2.46 | 169.12 | +0.88% | |
Alphabet C | US02079K1079 | 2.36 | 170.62 | +0.70% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Shelton Core Value Direct | 834.2M | 15.90 | 7.97 | 8.88 | ||
Shelton S&P 500 Index Direct | 297.11M | 20.50 | 8.69 | 12.62 | ||
Shelton S&P Midcap Index Direct | 119.83M | 13.02 | 6.92 | 9.97 | ||
Shelton Capital Management SP Smald | 57.77M | 8.88 | 3.70 | 9.68 | ||
Shelton California Tax-Free Income | 36.2M | 1.88 | -0.13 | 1.40 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review